AI automation is easier to adopt when it is written as recipes. Each recipe needs a trigger, AI task, human review point, and success metric.
20 Workflow Recipes
- Meeting transcript to action items.
- Support ticket to draft reply.
- Customer call to CRM summary.
- Invoice intake to exception list.
- Blog draft to social posts.
- Research links to source brief.
- Newsletter topic to content calendar.
- Vendor email to task checklist.
- Policy document to FAQ.
- Sales notes to follow-up email.
- Product feedback to themes.
- Job applications to screening summary.
- Expense notes to category suggestions.
- Website comments to improvement backlog.
- Training notes to quiz questions.
- Project update to executive summary.
- Competitor pages to comparison table.
- Internal SOP to onboarding checklist.
- Customer survey to insights memo.
- Weekly tasks to priority plan.
Recipe Template
| Field | Example |
|---|---|
| Trigger | New meeting transcript |
| AI task | Summarize decisions and tasks |
| Human review | Manager confirms owners |
| Output | Action list in task tool |
| Metric | Fewer missed follow-ups |
Automation Safety Rule
Automate drafts, summaries, routing, and reminders first. Add approvals before automating customer, money, compliance, or security-impacting actions.
How to Use This
Pick three recipes, run them for two weeks, and keep only the ones that save time without adding review confusion.
Bottom Line
The best AI automations are small, repeated, and measurable. Recipes make them easier to test and improve.